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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,041 | $135,956+86.9% | $123,894+105.0% | $273,972-7.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.54% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,306 | $5,170+2.6% | $4,617+14.9% | $4,869+9.0% |
| Participant deferral / active EE | $9,007 | $6,343+42.0% | $5,984+50.5% | $5,287+70.4% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |